Company lists · Data refreshed September 2026
Top 16 Institutional investment advisors based in Honolulu, United States
RevenueBase identified 27 institutional investment advisors headquartered in Honolulu, United States as of September 2026 and tracks 138 professional contacts across them, including 43 with verified work emails. New York is the largest hub.
This list covers institutional investment advisors headquartered in Honolulu, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 16 largest institutional investment advisors based in Honolulu, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Indirect evidence “At Wealth Strategy Partners we take pride of delivering cutting edge strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Indirect evidence “INPAC Wealth helps individuals, families, business owners, and real estate investors navigate life's most significant financial transitions through holistic financial planning.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Indirect evidence “At Milestone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Indirect evidence “We understand that individuals face unique challenges as they prepare for retirement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Strong evidence “CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect evidence “Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, build a legacy….” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Strong evidence “Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Wealth Managing Partners, Inc.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “Our Mission Our primary responsibility is to assist you navigating safely through the different phases of your financial journey.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Founded by Michelle H.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Roger Higa Financial Services LLC is a full-service insurance and financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “A fiduciary on your side.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory founded by Steven Connell, a former partner at the Capital Group Companies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Masuda Lehrman Wealth LLC is a registered investment advisor (RIA) that facilitates responsible wealth management between inheritance leavers and receivers through comprehensive…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: institutional investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names institutional investment advisors.
- Partial evidence
- Its own public description names part of institutional investment advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name institutional investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 27 institutional investment advisors based in Honolulu, United States
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Institutional investment advisors based in Honolulu, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Honolulu, so it is reported there. Company counts and contact totals on this page are exact for Honolulu, over 27 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among institutional investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Honolulu, United States whose own description of what they do matches “institutional investment advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names institutional investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among institutional investment advisors, and records with no verified work email. Companies headquartered outside Honolulu are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 43 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Institutional investment advisors by metro in the United States
- Institutional investment advisors in New York533
- Institutional investment advisors in Chicago193
- Institutional investment advisors in Atlanta191
- Institutional investment advisors in Houston188
- Institutional investment advisors in Dallas183
- Institutional investment advisors in San Diego147
- Institutional investment advisors in Boston143
- Institutional investment advisors in Austin130
- Institutional investment advisors in Miami130
- Institutional investment advisors in San Francisco128
- Institutional investment advisors in Charlotte122
- Institutional investment advisors in Denver115
- Institutional investment advisors in Los Angeles113
- Institutional investment advisors in Scottsdale108
- Institutional investment advisors in Portland97
- Institutional investment advisors in Tampa97
- Institutional investment advisors in Cincinnati83
- Institutional investment advisors in Overland Park83
- Institutional investment advisors in Irvine82
- Institutional investment advisors in Newport Beach82
- Institutional investment advisors in Minneapolis80
- Institutional investment advisors in Raleigh77
- Institutional investment advisors in San Antonio72
- Institutional investment advisors in Seattle71
- Institutional investment advisors in Birmingham65
- Institutional investment advisors in Omaha65
- Institutional investment advisors in Phoenix65
- Institutional investment advisors in Columbus63
- Institutional investment advisors in Greenville63
- Institutional investment advisors in Indianapolis62
- Institutional investment advisors in Pittsburgh62
- Institutional investment advisors in Richmond61
- Institutional investment advisors in Las Vegas57
- Institutional investment advisors in Rochester56
- Institutional investment advisors in Columbia55
- Institutional investment advisors in Boca Raton54
- Institutional investment advisors in Grand Rapids54
- Institutional investment advisors in Bellevue53
- Institutional investment advisors in Greenwood Village53
- Institutional investment advisors in Louisville52
- Institutional investment advisors in Naples51
- Institutional investment advisors in Wilmington51
- Institutional investment advisors in Colorado Springs50
- Institutional investment advisors in Memphis49
- Institutional investment advisors in Fort Worth48
- Institutional investment advisors in Orlando48
- Institutional investment advisors in Madison47
- Institutional investment advisors in Pasadena47
- Institutional investment advisors in Nashville46
- Institutional investment advisors in Sarasota46
- Institutional investment advisors in Washington46
- Institutional investment advisors in Springfield45
- Institutional investment advisors in Salt Lake City44
- Institutional investment advisors in Lexington43
- Institutional investment advisors in Troy43
- Institutional investment advisors in Fort Lauderdale42
- Institutional investment advisors in Philadelphia42
- Institutional investment advisors in Plano42
- Institutional investment advisors in Tucson41
- Institutional investment advisors in Tulsa41
- Institutional investment advisors in Jacksonville40
- Institutional investment advisors in Stamford40
- Institutional investment advisors in Cleveland38
- Institutional investment advisors in Virginia Beach37
- Institutional investment advisors in Franklin36
- Institutional investment advisors in Knoxville36
- Institutional investment advisors in Lincoln36
- Institutional investment advisors in St. Louis36
- Institutional investment advisors in Walnut Creek36
- Institutional investment advisors in Alpharetta35
- Institutional investment advisors in Lafayette35
- Institutional investment advisors in Lake Oswego35
- Institutional investment advisors in St Louis35
- Institutional investment advisors in Oklahoma City34
- Institutional investment advisors in Baton Rouge33
- Institutional investment advisors in Bethesda33
- Institutional investment advisors in Carmel33
- Institutional investment advisors in Melville33
- Institutional investment advisors in Ann Arbor32
- Institutional investment advisors in Brentwood32
- Institutional investment advisors in Buffalo32
- Institutional investment advisors in Coral Gables32
- Institutional investment advisors in Little Rock32
- Institutional investment advisors in San Jose32
- Institutional investment advisors in Jackson31
- Institutional investment advisors in Plymouth31
- Institutional investment advisors in Sacramento31
- Institutional investment advisors in Westlake Village31
- Institutional investment advisors in Kansas City29
- Institutional investment advisors in Pittsford29
- Institutional investment advisors in Red Bank29
- Institutional investment advisors in Albuquerque28
- Institutional investment advisors in Charleston28
- Institutional investment advisors in Greensboro28
- Institutional investment advisors in Rockville28
- Institutional investment advisors in West Chester28
- Institutional investment advisors in Bloomfield Hills27
- Institutional investment advisors in Honolulu27
- Institutional investment advisors in Mclean27
- Institutional investment advisors in Reno27
- Institutional investment advisors in Bloomington26
- Institutional investment advisors in Boise26
- Institutional investment advisors in Chesterfield26
- Institutional investment advisors in Concord26
- Institutional investment advisors in Fort Collins26
- Institutional investment advisors in Milwaukee26
- Institutional investment advisors in Annapolis25
- Institutional investment advisors in Baltimore25
- Institutional investment advisors in Carlsbad25
- Institutional investment advisors in Englewood25
- Institutional investment advisors in Naperville25
- Institutional investment advisors in The Woodlands25
- Institutional investment advisors in West Des Moines25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names institutional investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many institutional investment advisors are there based in Honolulu, United States?
RevenueBase identified 27 institutional investment advisors headquartered in Honolulu, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Wealth Strategy Partners, LLC, headquartered in Honolulu, tops this list with the largest team on record.
Which city has the most institutional investment advisors?
New York leads with 533 headquartered companies, followed by Chicago (193) and Atlanta (191).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 43 verified decision-maker contacts tracked across these 27 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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